SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 372 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $16 | -99.8% | 532 | +46.2% | 0.00% | – |
| Q3 2022 | $10,000 | -9.1% | 364 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -84.9% | 364 | -81.4% | 0.00% | – |
| Q1 2022 | $73,000 | +421.4% | 1,958 | +437.9% | 0.00% | – |
| Q4 2021 | $14,000 | -12.5% | 364 | -14.8% | 0.00% | – |
| Q3 2021 | $16,000 | +14.3% | 427 | +20.3% | 0.00% | – |
| Q2 2021 | $14,000 | +7.7% | 355 | +0.3% | 0.00% | – |
| Q1 2021 | $13,000 | – | 354 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 278,202 | $10,198,000 | 7.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 190,671 | $6,984,000 | 6.05% |
| Tradewinds Capital Management, LLC | 332,248 | $12,170,000 | 5.94% |
| Northwest Capital Management Inc | 131,981 | $4,834,000 | 5.30% |
| Relaxing Retirement Coach | 403,916 | $14,797,000 | 4.81% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,668,358 | $63,514,000 | 4.50% |
| Brouwer & Janachowski, LLC | 588,657 | $21,563,000 | 4.05% |
| Peak Financial Management, Inc. | 536,174 | $19,640,000 | 3.72% |
| MATHER GROUP, LLC. | 898,815 | $32,924,000 | 3.66% |
| Courage Miller Partners, LLC | 128,863 | $4,720,000 | 2.86% |